Enterprise Performance Management

Powered by NetSuite Planning & Budgeting (NSPB). Transform your financial planning with real-time visibility into budgets, forecasts, and performance.

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EPM Capabilities

Transform your financial planning with Enterprise Performance Management. We implement and optimize NetSuite Planning & Budgeting (NSPB) to give you real-time visibility into budgets, forecasts, and financial performance.

EPM implementation and configuration (NSPB)
Budget model design
Forecasting and scenario planning
Custom reports and dashboards
Integration with NetSuite ERP

Our Process

1

Assess

Evaluate your current planning processes and define EPM goals.

2

Model

Design budget models, hierarchies, and planning workflows.

3

Implement

Configure NSPB platform, build templates, and integrate with NetSuite.

4

Train & Launch

User training, data validation, and production rollout.

5

Support

Ongoing support, model refinement, and performance tuning.

EPM in Action

See how we have delivered EPM solutions for our clients.

Edgewood Tahoe

Hospitality

Luxury lakefront resort & golf destination

  • NetSuite Assessment & Recommendations — Evaluated current setup and identified optimization opportunities
  • Saved Searches & Reports — Net new and enhanced reporting
  • Inventory Adjustment Workflow
  • NetSuite Restlet Development — Export saved search data via custom restlet
  • Budgeting SuiteApp Deployment
  • Wells Fargo Vantage Connect SuiteApp — Banking provider migration
  • EPM Deployment — Planning, budgeting, and reporting synced with NetSuite financials
  • Ad-hoc Support — Ongoing questions and support

Relevant Certifications

Our team holds certifications across EPM, NetSuite, and finance disciplines.

NetSuite

  • Certified ERP Consultant
  • Certified Administrator
  • SuiteCloud Developer II
  • Certified Financial User
  • SuiteFoundation
  • SuiteAnalytics User
  • AI Foundations Associate
  • BI & Reporting Associate
  • Certified OpenAir Consultant
  • Advanced Revenue Management
  • Multi Book Accounting

Accounting & Finance

  • CPA — Certified Public Accountant
  • Six Sigma Yellow Belt
  • IFRS/PFRS Accreditation

Ready to Transform Your Financial Planning?

Let's discuss how EPM can give you real-time visibility into your business.

Contact Us